Evermay Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Evermay Wealth Management’s Portfolio IAUM Stock Details IAUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	53,864 +3,723	+7%	+$167K	0.22%	46
2026 Q1	$2.34M	Sell	50,141 -10,079	-17%	-$490K	0.26%	41
2025 Q4	$2.59M	Sell	60,220 -7,585	-11%	-$314K	0.29%	39
2025 Q3	$2.61M	Sell	67,805 -725	-1%	-$25K	0.3%	39
2025 Q2	$2.26M	Sell	68,530 -15,466	-18%	-$507K	0.28%	39
2025 Q1	$2.62M	Buy	83,996 +80,224	+2,127%	+$2.29M	0.34%	34
2024 Q4	$98.7K	Hold	3,772	–	–	0.02%	260
2024 Q3	$99K	Buy	+3,772	New	+$93.2K	0.02%	269

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evermay Wealth Management's IAUM Position: Q2 2026 in Review

Evermay Wealth Management increased its iShares Gold Trust Micro (IAUM) stake by 7.4% in Q2 2026, buying an estimated $167K and bringing the position to 53,864 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #46.

Evermay Wealth Management first reported a position in IAUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q1 2025. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Evermay Wealth Management held 53,864 shares of iShares Gold Trust Micro worth $2.16M as of Q2 2026.
Evermay Wealth Management bought 3,723 iShares Gold Trust Micro shares in Q2 2026, an estimated $167K.
iShares Gold Trust Micro made up 0.22% of Evermay Wealth Management's portfolio in Q2 2026, its #46 holding.
Evermay Wealth Management first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 8 quarters since.
Evermay Wealth Management's iShares Gold Trust Micro position peaked at $2.62M in Q1 2025.
258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.